Bruce G. Allen Investments’s KB Financial Group KB Stock Holding History

Bruce G. Allen Investments’s Portfolio KB Stock Details KB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.6K	Hold	473	–	–	0.03%	276
2026 Q1	$47.2K	Sell	473 -22	-4%	-$2.21K	0.03%	265
2025 Q4	$42.6K	Sell	495 -20	-4%	-$1.69K	0.03%	288
2025 Q3	$42.7K	Buy	515 +34	+7%	+$2.79K	0.03%	290
2025 Q2	$39.7K	Sell	481 -445	-48%	-$30.1K	0.03%	291
2025 Q1	$50.1K	Buy	926 +543	+142%	+$31.4K	0.04%	257
2024 Q4	$21.8K	Buy	383 +56	+17%	+$3.62K	0.02%	369
2024 Q3	$20.2K	Buy	+327	New	+$20.3K	0.02%	384

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Bruce G. Allen Investments's KB Position: Q2 2026 in Review

Bruce G. Allen Investments held its KB Financial Group (KB) position steady in Q2 2026 at 473 shares worth $49.6K. The position accounts for 0.03% of the portfolio, ranked #276.

Bruce G. Allen Investments first reported a position in KB in Q3 2024 and has held it in 8 quarters since. The position peaked at $50.1K in Q1 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Bruce G. Allen Investments held 473 shares of KB Financial Group worth $49.6K as of Q2 2026.
Bruce G. Allen Investments left its KB Financial Group share count unchanged in Q2 2026.
KB Financial Group made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #276 holding.
Bruce G. Allen Investments first reported a position in KB Financial Group in Q3 2024 and has held it in 8 quarters since.
Bruce G. Allen Investments's KB Financial Group position peaked at $50.1K in Q1 2025.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.